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Fulcrum Equity Management’s Citigroup C Stock Holding History

Fulcrum Equity Management’s Portfolio C Stock Details C Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$225K Buy
+1,611
New +$210K 0.17% 132
2019
Q4 		– Sell
-80
Closed -$6K – 107
2019
Q3 		$6K Buy
+80
New +$5.44K ﹤0.01% 144

Other funds holding C

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Fulcrum Equity Management's C Position: Q2 2026 in Review

Fulcrum Equity Management opened a new position in Citigroup (C) in Q2 2026: 1,611 shares worth $225K. The stake represents 0.17% of the portfolio and ranks #132 among its holdings. This is a return to the name: Fulcrum Equity Management previously reported a position in C as recently as Q3 2019.

Fulcrum Equity Management first reported a position in C in Q3 2019 and has held it in 2 quarters since. 433 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Fulcrum Equity Management held 1,611 shares of Citigroup worth $225K as of Q2 2026.
  • Citigroup was a new Fulcrum Equity Management position in Q2 2026.
  • Citigroup made up 0.17% of Fulcrum Equity Management's portfolio in Q2 2026, its #132 holding.
  • Fulcrum Equity Management first reported a position in Citigroup in Q3 2019 and has held it in 2 quarters since.
  • 433 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Fulcrum Equity Management's 13F filing for Q2 2026, filed 9 Jul 2026.